Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,413
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$125M
3
+$120M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$119M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$117M

Top Sells

1
+$298M
2
+$145M
3
+$120M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$83.3M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.77%
3 Financials 4.17%
4 Industrials 2.78%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$47K ﹤0.01%
325
+57
1777
$47K ﹤0.01%
2,030
+1,726
1778
$47K ﹤0.01%
1,388
+72
1779
$47K ﹤0.01%
624
+49
1780
$47K ﹤0.01%
665
+72
1781
$47K ﹤0.01%
660
1782
$47K ﹤0.01%
+2,842
1783
$47K ﹤0.01%
982
+382
1784
$47K ﹤0.01%
1,700
+262
1785
$47K ﹤0.01%
1,333
-3,427
1786
$46K ﹤0.01%
807
+191
1787
$46K ﹤0.01%
620
1788
$46K ﹤0.01%
489
-2
1789
$46K ﹤0.01%
3,829
+375
1790
$46K ﹤0.01%
1,086
-1,119
1791
$46K ﹤0.01%
281
+16
1792
$45K ﹤0.01%
4,025
+842
1793
$45K ﹤0.01%
492
+49
1794
$45K ﹤0.01%
2,281
-1,573
1795
$45K ﹤0.01%
653
-167
1796
$45K ﹤0.01%
2,021
1797
$45K ﹤0.01%
5,216
-60
1798
$45K ﹤0.01%
820
+85
1799
$45K ﹤0.01%
841
+129
1800
$44K ﹤0.01%
1,581
+1,531
70 71
72
73 74